PICOP Paraplanner
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Before you apply
LocationUnited Kingdom - Bury
Typefull-time
SeniorityMid
Experience2+ yrs
Company size10,000+ people
PostedAug 13, 2026 · 2mo ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Secured a number of financial planning (R0) qualifications and striving to complete Diploma in Regulated Financial Planning
Experience in a paraplanning role for a minimum of 2 years
Teamwork and collaboration skills
Empathy and compassion
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Technical knowledge in financial planning
Benefits
Competitive salary
Annual bonus
25 days annual leave
Paid holidays
Contributory pension
Life assurance
Training program
Funded exams
Paid study leave
Flexible benefits
Additional holiday purchase
Cycle to work scheme
Paid volunteering days
Employee assistance program
Mortgage service
Employee forum
Diversity inclusion group
Company events
About the company
Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.
Our purpose is to help clients “be future confident,” which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.
At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.
About the role
Researching, analysing market trends and report writing, Chase de Vere PICOP paraplanners work closely with our advisers to deliver independent financial strategies for individuals, trustees, and deputies in relation to personal injury and clinical negligence cases. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise.
Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, and some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients.
WHAT YOU WILL NEED
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Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning.
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Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years.
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Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out.
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Given the sensitive nature of our clients circumstances, empathy and compassion are key components when working within the PICOP team.
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The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.
WHAT YOUR ROLE WILL INVOLVE
Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances.
Your day-to-day role
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Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met.
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Undertaking investment portfolio analysis, which includes areas such as drawdown analysis
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Verifying periodical payments have been calculated correctly by the Defendants.
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Prepare Personal Injury Trust reports and Trust review reports within the desired timescales.
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Compiling investment, pension and protection illustrations, projections and associated documentation.
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Writing technical and accurate suitability reports and client service agreement letters
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Ensuring client files comply with both FCA regulations and our internal policy and procedures.
Benefits
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:
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25 days annual leave (increases to 30 days with service) plus Bank Holidays
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Contributory pension scheme
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Life assurance – 4 x annual salary
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Comprehensive induction and training programme
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Funded exams and paid study leave
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A wide range of voluntary flexible benefits to suit your individual needs
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The option to buy additional holiday days
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Cycle to work Scheme
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Paid volunteering days each year
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Employee Assistance Programme with access to a 24/7 helpline
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Access to our free mortgage service, through our internal mortgage team
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Our Employee Forum and Diversity & Inclusion group
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Local and companywide events in support of our company charities